There are 78 Top Family Offices in New York included in Axial's lower middle market Directory. The Axial Directory can help you identify Top Family Offices in New York and other participants active in the lower middle market M&A economy today. You can access more profiles of Top Family Offices in New York like these, by becoming a member of Axial. Let Axial help you identify your next M&A opportunity.
Cottonwood Acquisitions is a family office partnership focused on investing in small to mid-sized businesses. Cottonwood seeks to partner with talented management teams to create value with a long term investment horizon.
Northwoods Partners was built in 2022 out of the success the founding partners had at their previous company, ImageFIRST – a healthcare linen company started by the Berstein Family.Over the years, the investment team worked together in a variety of capacities, each played a role in transforming ImageFIRST from a local, one-plant business to the nation's leading provider of healthcare linen services.When the Berstein Family sold ImageFIRST to a private equity firm, the group found themselves eager for a new challenge. They knew together they could positively impact other companies and…
Founded in 2013, Dunes Point Capital, LLC ("DPC") is a family office and private investment firm, pursuing control investments in companies operating in the general industrial sector. DPC targets companies with enterprise values of up to $500 million.
About Ronin Equity PartnersBased in New York City, Ronin Equity Partners represents a new type of investment firm, powered by an operationally-focused value creation strategy. Ronin makes control equity investments exclusively in the Industrial and Consumer sectors, where the team has prior investment and operating expertise. The group invests in market leaders with highly defensible market positions, strong demonstrated cash flows, and in situations where Ronin’s operating playbook can add value through enhanced systems, processes, and talent recruitment. The Ronin team embeds into each…
LionHill Partners have been making investments in Manufacturing, Product Development, Intellectual Property, Brands, Real Estate, Entertainment, and Hospitality for over 2 decades. We look for opportunities to make transformational investments in start-ups, and helping establishing companies grow. We offer strategic advice, access to capital and facilitate connections with our expansive network of contact across many industries. We invest in passionate people that have the potential to do great things.
Control-oriented, operationally-focused PE firm focused on lower middle-market companies$200M in equity invested across 10 platform acquisitionsSam Seraphim (Managing Partner): 40+ years investing & operating, ran $120M manufacturing company and started a bankMarc Paganini (Partner): 30+ years operating (former President/CEO, Airbus Helicopters, US)EBITDA $3-20M (15%+ margins)Revenues $25M+EV: $10-200MLow capex, highly scalable modelAvailability of add-on acquisitionSIndustry Focus:Aerospace & DefenseBusiness ServicesConsumer Products & ServicesEducationFood & BeverageIndustrials/specialty…
Wildcat Capital Management was founded in 2011 with the purpose of managing capital for the co-founder of TPG Capital, David Bonderman. Wildcat can provide long-term, flexible capital as the firm does not have a more typical fund structure. We pride ourselves on our ability to identify strong operating partners and strive to provide financial and strategic resources to support these partners. Given Wildcat’s investor base and investment mandate, Wildcat combines the sophistication and resources of institutional private equity with the flexibility and patience of stable family office capital.
Aeonic Partners seeks to work with high-quality management teams to build businesses for the long-term. Different from traditional 5-year private equity investment cycles, Aeonic employs a buy-and-hold strategy, which allows us to take an extremely long-term view to growing our portfolio companies. Our principals are involved in every step of the process, and our decision-making process is streamlined, which allows us to move quickly and deliberately on opportunities that we pursue.We have experience investing across a variety of industries and helping companies develop and execute…
First Haven Capital (“First Haven”), a private investment firm based in New York, is targeting non-control equity investments in leading lower middle market companies in partnership with high quality investment sponsors. As part of the Turtle Creek family office, First Haven maintains a flexible, patient capital base that can invest for long hold periods and support future growth needs. By utilizing First Haven’s broader investment network and industry contacts, the firm can effectively evaluate opportunities and provide additional support required to build successful business…
Station Partners is an entrepreneurial private equity firm that makes control investments in support of management teams operating established lower-middle market businesses with outsized potential.Taking a long-term, value-based, people-first investment approach, the principals of Station invest their own capital, alongside a select group of industry pioneers, executive partners, and investment advisors, all of whom are passionate about building great enterprises. At Station, we understand that a company’s people and culture are the key to success, and we seek to work with entrepreneurs…
The Applied Value Group combines Management Consulting, Private Equity, and Social Impact. The company was founded as the internal change agent for a Swedish conglomerate to challenge boards, drive operational improvements, and change the culture.Today, Applied Value is an independent adviser to dozens of Fortune 500 clients and a recognized Private Investor. We advise our corporate clients across industries on issues around Strategy and Cost and Capital Efficiency. The firm prides itself on its ROI-driven, Practical, and Hands-on in all areas.Our Private investments portfolio of ~25…
JMC Investment LLC (JMC) is the direct equity investment arm of the Painvin family’s JMC Family Investment Office with a middle market investment focus. We make long-term equity investments in innovative industrial companies valued between $10 million and $200 million, preferably where we take a majority stake. We seek to establish long-term relationships with entrepreneurs, enabling them to execute their growth strategy and realize their full potential. We invest our own money and are not driven by outside mandates. ExpertiseWe are engineers, entrepreneurs and business managers who…
Fairfield-Maxwell (“Fairfield”) is a third generation family-owned enterprise that successfully buys, builds, and grows companies spanning industries and geographies through long-term capital investments. The company was founded in 1957 and is headquartered in New York, New York. Fairfield partners with other family-owned businesses, entrepreneurs, business owners, and management teams to grow exceptional businesses. The company builds its diversified portfolio using a long-term approach to steadily grow earnings into the future. The Fairfield team provides the companies in its portfolio…
Giana Enterprises is a family office focused on investing in public and private opportunities. Both shareholders have tenured histories in the financial services industries including firms like Citigroup, Deloitte, Brigade Capital Management, and CLS Group.Giana Enterprises is open to both minority and majority investments including opportunities that require us to draw on third-party investors/capital if appropriate. We are long-term holders, focused on creating value for all stakeholders, including employees.
Wilkins is the most established out-of-home specialist firm in the world with over 55 years of experience. We have handled all types of campaigns in markets throughout the US and the world. We have partnered with over 800 agencies and 2,000 advertisers. We work with various types of agencies including full service, creative, digital and PR as well as directly with brands. From strategy to planning to execution, we guide our clients through every step of the out-of-home process. Think of us as your expert out-of-home consultant and an extension of your team. We take care of the difficult,…
With a robust heritage extending over forty years, our family office excels in the cultivation and preservation of multi-generational wealth, with a keen emphasis on real estate, financial services, and alternative investments. Our approach is rooted in leveraging profound industry insight to propel strategic investments that yield enduring value. Our team of seasoned professionals is committed to crafting tailor-made strategies that resonate with the core values of our family office, with a strong focus on sustainability and the fostering of innovation. It is our pledge to deliver…
Praesidian Capital was established in 2002 to manage dedicated funds on behalf of leading global financial institutions and ultra high net worth individuals. We provide subordinated debt and other junior capital to private lower middle market companies. Our investments generally range in size from $5 million to $15 million.Our Partners have over 100 years of investing experience in middle-market companies and a successful track record of helping proven businesses which require capital for buyouts, recapitalizations, refinancings and growth. Our team is made up of a unique group of creative,…
Minerva Ventures LLC is the New York based family office of Robert Bertagna. Minerva provides advice and equity investment in the industrial and infrastructure end-markets, education, and financial services. The target equity investment of Minerva is $25-$100 million.Robert's background includes 35 years as an investment banker with substantial M&A, financing, and managerial experience. He advised and financed both major public companies and PE firms. He is also currently a senior advisor to a PE firm and has been Chairman of the Board of a selective US liberal arts college.
Family office with $150MM in capital to acquire lower middle market businesses. Our strategy, eBuild Ventures, is nestled within a public holdco called ENDI with a few cashflow generating businesses including a mutual fund with $2-3B AUM.
We aim to foster the growth and expansion of existing businesses by providing patient, long-term investments and developing strong, trusting relationships over time.
